Associate Director

Arrow Search Partners

New York (NY)

On-site

USD 120,000 - 135,000

Full time

14 days+

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Job summary

A leading asset management firm seeks an Associate Director for the business development team, focused on investment solutions for institutional clients. This mid-senior level role involves direct sales outreach, data analysis, and collaboration with senior team members to drive revenue growth. Ideal candidates will have a strong background in financial services, excellent communication skills, and relevant licenses.

Qualifications

5-7 years of related experience in a sales, investor relations, and/or a client services role within financial services.
Series 7 and Series 63 licenses or willingness to obtain.
Knowledge of real asset investment structures and vehicles.

Responsibilities

Direct sales outreach in the Northeast and Southeast territories.
Partner on larger plans with senior sales professionals.
Prepare presentations and campaigns to assist in the sales effort.

Skills

Strong PowerPoint skills

Strong Excel skills

Education

Bachelor’s degree

Job description

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About The Company

Our client is a specialized asset manager focusing on real assets and income-oriented strategies, delivering solutions across public and private markets. The firm is known for its research-driven approach serving a global client base of institutional and individual investors. The Associate Director will be part of the business development team responsible for the investment products/solutions to institutional investors and consultants.

Responsibilities

Direct sales outreach in the Northeast and Southeast territories; partner on larger plans with senior sales professionals and secondary coverage of small-mid market plans
Partner with senior sales professional and teams in each territory to facilitate data requests, RFPs, due-diligence processes, and responses to inbound questions
Analyze institutional allocators’ activity, consultant research, and manager lineups through investor databases and industry trade publications
Track and maintain institutional pipeline
Prepare presentations, campaigns, and other collateral to assist in the sales effort
Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams
Assist in the development of sales territory business plans and quarterly territory reviews
Maintain fluency in capital markets, the firm’s marketable strategies performance, and the institutional marketplace more generally

Requirements

Bachelor’s degree required
5-7 years of related experience in a sales, investor relations, and/or a client services role within financial services
Series 7 and Series 63 licenses or willingness to obtain
Knowledge of real asset investment structures and vehicles
Experience in an institutional marketing or sales group
Strong PowerPoint and Excel skills

Salary Range

$120,000-$135,000

Seniority level